Affirm HoldingsAFRM
13F holders, Q1 2024 (March 31)382holders
8famous investors
$37.18avg. 13F price*
At the end of Q1 2024, 382 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings. The largest holders were Morgan Stanley ($1.1B), Vanguard Group Inc. ($775.9M) and Capital Research Global Investors ($723.6M). 8 famous investors held it, including David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $114.7M |
| Exits | 84 | $217.5M |
Ownership 382 holders
| Morgan Stanley | 0.09% | Add +7.8% | 30,569,187 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +6.8% | 20,823,803 | $775.9M |
| Capital Research Global Investors | 0.16% | Reduce -4.1% | 19,419,985 | $723.6M |
| Capital World Investors | 0.12% | Add +0.4% | 19,079,071 | $710.9M |
| Baillie Gifford & Co. | 0.54% | Add +4.2% | 18,732,407 | $698.0M |
| BlackRock Inc. | 0.01% | Add +4.7% | 9,965,847 | $371.3M |
| D. E. Shaw & Co. | 0.47% | Reduce -3.3% | 9,071,991 | $338.0M |
| Geode Capital Management, LLC | 0.01% | Add +9.1% | 3,821,486 | $142.4M |
| State Street Corp. | 0.01% | Add +2.4% | 3,760,116 | $140.1M |
| Two Sigma Advisers, LP | 0.31% | Reduce -24.4% | 3,556,500 | $132.5M |
| Two Sigma Investments, LP | 0.33% | Reduce -21.4% | 3,536,029 | $131.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -13.5% | 2,268,542 | $84.5M |
| UBS Group AG | 0.03% | Add +2061.9% | 2,168,920 | $80.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -54.5% | 2,154,999 | $80.3M |
| Abdiel Capital Advisors, LP | 4.96% | Reduce -4.7% | 2,129,044 | $79.3M |
| Qube Research & Technologies Ltd | 0.13% | Add +7351.8% | 1,997,754 | $74.4M |
| Citadel Advisors | 0.06% | Add +46.9% | 1,743,863 | $65.0M |
| Bank of America Corp. | 0.01% | Add +107.3% | 1,701,440 | $63.4M |
| Spyglass Capital Management LLC | 4.08% | Add +22.7% | 1,642,807 | $61.2M |
| Founders Fund Growth Management, LLC | 96.45% | No change | 1,622,338 | $60.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.0% | 1,507,017 | $56.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +135.9% | 1,462,942 | $54.5M |
| Millennium Management | 0.04% | Add +13.6% | 1,230,136 | $45.8M |
| Holocene Advisors, LP | 0.16% | Add +11.9% | 1,145,929 | $42.7M |
| Leo Wealth, LLC | 4.36% | Reduce -2.5% | 1,143,184 | $42.6M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 1,018,928 | $38.0M |
| BIT Capital GmbH | 3.15% | Add +25.5% | 958,036 | $35.7M |
| Norges Bank | 0.00% | Reduce -42.2% | 791,251 | $29.5M |
| Man Group plc | 0.08% | Add +21.1% | 789,436 | $29.4M |
| Allen Operations LLC | 5.10% | No change | 721,382 | $26.9M |
| Susquehanna International Group, LLP | 0.04% | Add +1115.9% | 693,225 | $25.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.0% | 690,271 | $25.7M |
| Wellington Management Group LLP | 0.00% | Add +176.3% | 686,772 | $25.6M |
| Capital Fund Management S.A. | 0.29% | Reduce -11.6% | 642,524 | $23.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +7.8% | 634,617 | $23.6M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -80.1% | 598,836 | $22.3M |
| Jupiter Asset Management Ltd. | 0.19% | New | 540,796 | $20.2M |
| Penserra Capital Management LLC | 0.22% | Add +149.2% | 463,170 | $17.3M |
| Credit Suisse AG/ | 0.02% | Add +7.6% | 453,165 | $16.9M |
| Trexquant Investment LP | 0.32% | Add +41.6% | 430,992 | $16.1M |
| Swiss National Bank | 0.01% | Add +1.2% | 430,400 | $16.0M |
| Jefferies Financial Group Inc. | 0.34% | Reduce -17.5% | 420,000 | $15.6M |
| California Public Employees Retirement System | 0.01% | Add +21.4% | 401,215 | $14.9M |
| HSBC Holdings PLC | 0.01% | Add +33.6% | 398,495 | $14.8M |
| RJA Asset Management LLC | 5.03% | New | 397,425 | $14.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +1627.0% | 393,896 | $14.7M |
| Twinbeech Capital LP | 0.26% | New | 340,596 | $12.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 335,420 | $12.5M |
| Quadrature Capital Ltd | 0.21% | Reduce -4.0% | 330,495 | $12.3M |
| Pacific Heights Asset Management LLC | 0.96% | No change | 315,000 | $11.7M |
| Zweig-DiMenna Associates LLC | 1.04% | No change | 313,316 | $11.7M |
| Tudor Investment Corporation | 0.14% | New | 296,509 | $11.0M |
| J. Goldman & Co LP | 0.50% | New | 296,109 | $11.0M |
| Jane Street Group, LLC | 0.01% | Reduce -84.4% | 271,402 | $10.1M |
| Allen Holding Inc. | 1.20% | No change | 255,262 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -6.7% | 254,700 | $9.5M |
| Optiver Holding B.V. | 0.39% | New | 253,351 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -11.3% | 229,710 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -18.5% | 225,967 | $8.4M |
| Amundi | 0.00% | Reduce -33.0% | 269,961 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -4.7% | 219,126 | $8.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.4% | 216,388 | $8.1M |
| Invesco Ltd. | 0.00% | Reduce -72.8% | 213,870 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -24.5% | 208,227 | $7.8M |
| a16z Perennial Management, L.P. | 0.67% | Add +754.4% | 192,535 | $7.2M |
| First Trust Advisors LP | 0.01% | Reduce -33.6% | 188,749 | $7.0M |
| Belmont Capital, LLC | 1.91% | No change | 188,000 | $7.0M |
| FMR LLC | 0.00% | Add +612.1% | 186,515 | $6.9M |
| Teachers Retirement System of the State of Kentucky | 0.06% | Add +19.7% | 185,058 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 183,851 | $6.9M |
| Two Sigma Securities, LLC | 0.32% | Add +255.6% | 174,403 | $6.5M |
| Squarepoint Ops LLC | 0.03% | Reduce -49.3% | 173,746 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 170,400 | $6.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -30.1% | 168,652 | $6.3M |
| Catalyst Private Wealth, LLC | 3.21% | Reduce -6.2% | 164,478 | $6.1M |
| Allen Investment Management, LLC | 0.08% | No change | 161,044 | $6.0M |
| Engineers Gate Manager LP | 0.15% | Add +66.9% | 154,498 | $5.8M |
| Marshall Wace, LLP | 0.01% | Reduce -90.1% | 151,061 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -11.8% | 144,600 | $5.4M |
| Deutsche Bank AG | 0.00% | Add +408.5% | 139,765 | $5.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 130,663 | $4.9M |
| Algert Global LLC | 0.18% | Add +30.1% | 123,892 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +440.9% | 122,994 | $4.6M |
| Diker Management LLC | 3.49% | No change | 115,000 | $4.3M |
| Lord, Abbett & Co. LLC | 0.01% | Add +1.8% | 112,896 | $4.2M |
| QRG Capital Management, Inc. | 0.05% | Reduce -41.0% | 105,396 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 105,258 | $3.9M |
| Barclays PLC | 0.00% | Add +87.3% | 103,990 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 102,678 | $3.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.7% | 100,546 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -62.9% | 100,230 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -3.0% | 100,049 | $3.7M |
| Diversify Advisory Services, LLC | 0.21% | — | 103,162 | $3.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +140.6% | 95,802 | $3.6M |
| Omega Financial Group, LLC | 1.43% | Add +21.4% | 93,568 | $3.5M |
| Duality Advisers, LP | 0.34% | Add +40.9% | 91,274 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 90,699 | $3.4M |
| American Century Companies Inc. | 0.00% | Reduce -62.7% | 90,633 | $3.4M |
| Parallax Volatility Advisers, L.P. | 0.11% | New | 87,684 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.6% | 86,166 | $3.2M |
| Royal Fund Management, LLC | 0.37% | Add +292.0% | 85,244 | $3.2M |
| Once Capital Management, LLC | 1.84% | No change | 84,400 | $3.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +4.1% | 83,160 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.5% | 320,387 | $3.1M |
| Verition Fund Management LLC | 0.03% | Add +6.2% | 80,864 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 78,146 | $2.9M |
| Entropy Technologies, LP | 0.30% | Add +27.3% | 75,787 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -64.6% | 75,057 | $2.8M |
| VK Services, LLC | 0.51% | No change | 74,981 | $2.8M |
| Townsquare Capital LLC | 0.04% | Add +64.6% | 74,981 | $2.8M |
| Vestor Capital, LLC | 0.23% | New | 73,829 | $2.8M |
| Compound Planning, Inc. | 0.24% | Add +24.4% | 70,666 | $2.6M |
| Simplex Trading, LLC | 0.08% | New | 70,561 | $2.6M |
| Liberty Mutual Group Asset Management Inc. | 0.74% | No change | 69,374 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 69,089 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | New | 68,679 | $2.6M |
| LMR Partners LLP | 0.09% | New | 64,733 | $2.4M |
| Harvest Investment Services, LLC | 0.95% | Reduce -13.5% | 63,690 | $2.4M |
| Edgestream Partners, L.P. | 0.12% | Add +506.8% | 62,753 | $2.3M |
| Numerai GP LLC | 1.01% | Add +25.7% | 62,718 | $2.3M |
| Seven Eight Capital, LP | 0.24% | Add +44.5% | 60,474 | $2.3M |
| Lecap Asset Management Ltd. | 0.47% | New | 60,390 | $2.3M |
| Arizona State Retirement System | 0.02% | Reduce -0.7% | 59,906 | $2.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 58,623 | $2.2M |
| Bayesian Capital Management, LP | 0.20% | New | 55,800 | $2.1M |
| Gotham Asset Management | 0.03% | Reduce -22.6% | 54,602 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Add +157.9% | 52,795 | $2.0M |
| Delta Air Lines, Inc. | 0.19% | No change | 50,000 | $1.9M |
| Raymond James & Associates | 0.00% | Add +63.2% | 49,674 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +46.4% | 48,483 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +18.5% | 47,400 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -23.0% | 156,200 | $1.8M |
| Employees Retirement System of Texas | 0.02% | Add +140.4% | 46,234 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.2% | 44,990 | $1.7M |
| Mariner, LLC | 0.00% | Add +1.0% | 44,640 | $1.7M |
| Hilltop Holdings Inc. | 0.18% | Add +2.7% | 44,575 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +21.1% | 42,043 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +11.9% | 41,958 | $1.6M |
| Estate Counselors, LLC | 0.18% | New | 41,645 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -33.2% | 41,295 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.05% | No change | 40,253 | $1.5M |
| HarbourVest Partners LLC | 0.66% | Add +66.5% | 38,646 | $1.4M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Add +23.6% | 38,614 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +18.7% | 42,787 | $1.4M |
| Legacy Capital Group California, Inc. | 0.52% | Reduce -2.5% | 37,527 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | New | 37,417 | $1.4M |
| Quantbot Technologies LP | 0.08% | Reduce -24.1% | 36,971 | $1.4M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -3.6% | 35,608 | $1.3M |
| FORA Capital, LLC | 0.10% | Reduce -82.7% | 33,436 | $1.2M |
| Magnetar Financial LLC | 0.03% | New | 32,982 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +5.9% | 32,135 | $1.2M |
| Quantinno Capital Management LP | 0.03% | Add +3.8% | 31,878 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Add +411.2% | 30,357 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +13.1% | 29,182 | $1.1M |
| AQR Capital Management | 0.00% | Add +55.9% | 28,413 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.5% | 27,270 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -4.4% | 26,972 | $1.0M |
| State of Michigan Retirement System | 0.01% | New | 26,895 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 26,664 | $994K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.0% | 26,389 | $983K |
| Balboa Wealth Partners | 0.31% | Add +6.3% | 26,034 | $970K |
| STRS Ohio | 0.00% | Add +44.8% | 25,089 | $934K |
| Certuity, LLC | 0.08% | Add +0.5% | 24,590 | $916K |
| SG Americas Securities, LLC | 0.00% | Add +13.7% | 23,834 | $888K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 23,329 | $869K |
| HAP Trading, LLC | 0.27% | New | 23,179 | $864K |
| Ieq Capital, LLC | 0.01% | Reduce -16.9% | 22,618 | $843K |
| Susquehanna Fundamental Investments, LLC | 0.04% | New | 22,575 | $841K |
| SpiderRock Advisors, LLC | 0.03% | — | 24,461 | $837K |
| M&T Bank Corp | 0.00% | Reduce -30.9% | 21,862 | $815K |
| Nebula Research & Development LLC | 0.17% | New | 21,698 | $808K |
| Cetera Investment Advisers | 0.00% | Add +190.9% | 20,989 | $782K |
| Gsa Capital Partners LLP | 0.06% | Add +61.8% | 20,946 | $780K |
| Los Angeles Capital Management LLC | 0.00% | New | 20,113 | $749K |
| Interval Partners, LP | 0.03% | New | 20,000 | $745K |
| Maverick Capital | 0.01% | New | 19,886 | $741K |
| Freestone Capital Holdings, LLC | 0.03% | New | 19,588 | $730K |
| Qsemble Capital Management, LP | 0.16% | New | 19,563 | $729K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.1% | 19,499 | $727K |
| Blueshift Asset Management, LLC | 0.37% | Add +3.0% | 19,273 | $718K |
| Principal Financial Group Inc. | 0.00% | Add +34.3% | 19,065 | $710K |
| Credit Agricole S A | 0.01% | Add +176.1% | 22,429 | $699K |
| Cim Investment Management Inc. | 0.21% | No change | 18,567 | $692K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.02% | New | 18,500 | $689K |
| Capital Impact Advisors, LLC | 0.89% | Reduce -60.9% | 18,387 | $685K |
| Corton Capital Inc. | 0.25% | Reduce -22.5% | 18,192 | $678K |
| Pathstone Holdings, LLC | 0.00% | Add +13.4% | 18,142 | $676K |
| NCP Inc. | 0.46% | — | 18,000 | $671K |
| Tidal Investments LLC | 0.01% | Reduce -11.1% | 17,295 | $644K |
| US Bancorp \de | 0.00% | Add +5.7% | 17,166 | $640K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.8% | 16,686 | $622K |
| Van Eck Associates Corp. | 0.00% | Reduce -36.5% | 16,357 | $609K |
| Source Financial Advisors LLC | 0.18% | No change | 15,835 | $590K |
| BBR Partners, LLC | 0.05% | No change | 15,818 | $589K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -61.4% | 15,609 | $582K |
| Teacher Retirement System of Texas | 0.00% | Reduce -35.4% | 15,511 | $578K |
| Independent Advisor Alliance | 0.02% | Reduce -0.3% | 15,415 | $574K |
| Ellevest, Inc. | 0.04% | Reduce -11.1% | 15,409 | $574K |
| Point72 (DIFC) Ltd | 0.04% | — | 14,498 | $540K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,492 | $538K |
| CreativeOne Wealth, LLC | 0.02% | New | 14,355 | $535K |
| Prospera Financial Services Inc | 0.02% | Reduce -6.2% | 14,067 | $524K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -18.7% | 13,691 | $510K |
| Equitable Holdings, Inc. | 0.01% | Reduce -66.5% | 13,685 | $510K |
| Jump Financial, LLC | 0.01% | New | 13,443 | $501K |
| Amalgamated Bank | 0.00% | Reduce -62.8% | 13,094 | $488K |
| Veltria Advisors Corp. | 0.13% | Add +61.2% | 13,080 | $487K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -35.8% | 12,735 | $475K |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Reduce -10.9% | 12,721 | $474K |
| Prudential Financial Inc. | 0.00% | Reduce -71.7% | 12,547 | $468K |
| Utah Retirement Systems | 0.01% | Reduce -0.8% | 12,400 | $462K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.8% | 12,399 | $462K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -7.7% | 12,001 | $447K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 11,868 | $442K |
| Cravens & Co Advisors, LLC | 0.37% | Reduce -0.8% | 11,822 | $440K |
| Brighton Jones LLC | 0.02% | Add +0.3% | 11,790 | $439K |
| Rakuten Securities, Inc. | 0.19% | Reduce -45.5% | 11,680 | $435K |
| Oder Investment Management, LLC | 0.40% | No change | 11,573 | $431K |
| Cipher Capital LP | 0.20% | Reduce -17.9% | 11,475 | $428K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.2% | 10,273 | $421K |
| Yeomans Consulting Group, Inc. | 0.18% | Add +2.5% | 11,294 | $421K |
| Myecfo, LLC | 0.24% | Add +24.2% | 10,995 | $410K |
| Group One Trading LLC | 0.01% | Add +203.9% | 10,916 | $407K |
| Paragon Capital Management Ltd | 0.07% | No change | 10,770 | $401K |
| AlTi Global, Inc. | 0.01% | Reduce -22.0% | 10,498 | $391K |
| Creative Planning | 0.00% | Reduce -2.9% | 10,096 | $376K |
| Russell Investments Group, Ltd. | 0.00% | Add +808.4% | 10,010 | $373K |
| GAMCO Investors | 0.00% | No change | 10,000 | $373K |
| Gainplan LLC | 0.18% | New | 10,000 | $373K |
| HB Wealth Management, LLC | 0.00% | Add +39.3% | 9,906 | $369K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -18.2% | 9,845 | $367K |
| Private Advisor Group, LLC | 0.00% | Add +11.6% | 9,360 | $349K |
| Xponance LLC | 0.00% | Add +9.1% | 8,933 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -62.6% | 8,792 | $328K |
| Ethic Inc. | 0.01% | New | 8,574 | $319K |
| MML Investors Services, LLC | 0.00% | Add +20.1% | 8,354 | $311K |
| Bank of Montreal | 0.00% | Reduce -4.1% | 8,146 | $306K |
| Caprock Group, LLC | 0.02% | Add +0.4% | 7,852 | $293K |
| Olympiad Research LP | 0.19% | New | 7,790 | $290K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +4.5% | 7,691 | $287K |
| Corient Private Wealth LP | 0.00% | Reduce -39.2% | 7,678 | $286K |
| Oracle Alpha Inc. | 0.51% | Reduce -25.3% | 7,667 | $286K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.9% | 7,505 | $280K |
| Prelude Capital Management, LLC | 0.02% | New | 7,478 | $279K |
| Oppenheimer & Co. Inc. | 0.00% | New | 7,110 | $265K |
| Shearwater Capital LLC | 0.19% | No change | 7,000 | $261K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,937 | $258K |
| Forum Financial Management, LP | 0.00% | New | 6,852 | $255K |
| Franklin Resources Inc. | 0.00% | Add +21.1% | 6,743 | $251K |
| Scientech Research LLC | 0.13% | New | 6,661 | $248K |
| Oxford Asset Management LLP | 0.27% | New | 6,540 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -69.4% | 6,482 | $242K |
| Cerity Partners LLC | 0.00% | Add +19.9% | 6,133 | $229K |
| Comerica Bank | 0.00% | Add +16.2% | 6,109 | $228K |
| Biltmore Family Office, LLC | 0.04% | No change | 6,100 | $227K |
| Signaturefd, LLC | 0.00% | Add +12.3% | 6,072 | $226K |
| Capstone Investment Advisors, LLC | 0.01% | New | 5,949 | $222K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -6.3% | 5,931 | $221K |
| Pinkerton Wealth, LLC | 0.04% | New | 5,929 | $221K |
| Waldron Private Wealth LLC | 0.01% | Add +8.8% | 5,876 | $219K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 5,850 | $218K |
| Holistic Financial Partners | 0.11% | Add +1.3% | 5,786 | $216K |
| Cwm, LLC | 0.00% | Reduce -0.4% | 5,778 | $215K |
| CIBC Asset Management Inc | 0.00% | No change | 5,637 | $210K |
| Hemington Wealth Management | 0.08% | Add +0.0% | 5,588 | $209K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,500 | $205K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3227.3% | 5,357 | $200K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.2% | 5,000 | $186K |
| KBC Group NV | 0.00% | Add +13.1% | 4,898 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +384.0% | 4,404 | $164K |
| MetLife Investment Management, LLC | 0.00% | Add +0.2% | 4,391 | $164K |
| Ancora Advisors LLC | 0.00% | No change | 3,500 | $130K |
| Kathleen S. Wright Associates Inc. | 0.06% | Reduce -20.5% | 3,377 | $126K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +49.4% | 3,327 | $124K |
| Walleye Capital LLC | 0.00% | New | 3,197 | $119K |
| GAMMA Investing LLC | 0.02% | Reduce -3.7% | 2,923 | $109K |
| Parallel Advisors, LLC | 0.00% | Add +7.4% | 2,886 | $108K |
| Advent Capital Management | 0.14% | New | 2,600 | $97K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,617 | $96K |
| Y.D. More Investments Ltd | 0.02% | Reduce -19.9% | 2,487 | $93K |
| NFSG Corp | 0.04% | Reduce -61.1% | 2,392 | $89K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 2,750 | $88K |
| Capula Management Ltd | 0.00% | New | 2,338 | $87K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.7% | 2,201 | $82K |
| American International Group, Inc. | 0.00% | Add +0.2% | 1,854 | $69K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,811 | $67K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,641 | $61K |
| IFP Advisors, Inc | 0.00% | Reduce -1.6% | 1,475 | $55K |
| Plato Investment Management Ltd | 0.01% | Add +255.1% | 1,328 | $49K |
| National Bank of Canada | 0.00% | Add +6.5% | 1,560 | $49K |
| Quadrant Capital Group LLC | 0.00% | Add +2.6% | 1,180 | $44K |
| Lindbrook Capital, LLC | 0.00% | Reduce -19.2% | 1,120 | $42K |
| Leonteq Securities AG | 0.01% | Add +2050.0% | 1,118 | $42K |
| Global Wealth Strategies & Associates | 0.01% | Add +94.0% | 970 | $36K |
| Private Ocean, LLC | 0.00% | No change | 961 | $36K |
| Principal Securities, Inc. | 0.00% | Reduce -5.7% | 931 | $35K |
| Hoey Investments, Inc. | 0.01% | New | 913 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.5% | 945 | $33K |
| AlphaQuest LLC | 0.01% | New | 843 | $31K |
| Quent Capital, LLC | 0.00% | Add +5.4% | 805 | $30K |
| Ravenstone Capital Management Inc. | 0.02% | No change | 795 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | — | 656 | $24K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 655 | $24K |
| ORG Partners LLC | 0.05% | New | 689 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +34.5% | 565 | $21K |
| Mather Group, Llc. | 0.00% | New | 402 | $20K |
| WASHINGTON TRUST Co | 0.00% | No change | 521 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 479 | $18K |
| CI Investments Inc. | 0.00% | New | 477 | $18K |
| Allworth Financial LP | 0.00% | Reduce -25.6% | 482 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 451 | $17K |
| Hantz Financial Services, Inc. | 0.00% | No change | 427 | $16K |
| Optimum Investment Advisors | 0.01% | No change | 330 | $12K |
| Covestor Ltd | 0.01% | Reduce -32.9% | 312 | $12K |
| Global Retirement Partners, LLC | 0.00% | Reduce -48.5% | 318 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 315 | $12K |
| Activest Wealth Management | 0.01% | No change | 304 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.3% | 293 | $11K |
| Tsfg, LLC | 0.00% | No change | 250 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +10.6% | 219 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 220 | $8K |
| Tacita Capital Inc | 0.01% | No change | 200 | $7K |
| Banque Cantonale Vaudoise | 0.00% | No change | 200 | $7K |
| PayPay Securities Corp | 0.33% | Reduce -34.1% | 180 | $7K |
| JDM Financial Group LLC | 0.00% | No change | 167 | $6K |
| Sachetta, LLC | 0.00% | No change | 118 | $6K |
| HM Payson & Co. | 0.00% | No change | 140 | $5K |
| Paloma Partners Management Co | 0.00% | Add +460.0% | 140 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 135 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 124 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -12.1% | 123 | $5K |
| Wolverine Asset Management LLC | 0.00% | Reduce -99.5% | 123 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 115 | $4K |
| Venturi Wealth Management, LLC | 0.00% | New | 112 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 100 | $4K |
| Hilltop National Bank | 0.00% | — | 100 | $4K |
| Bfsg, LLC | 0.00% | No change | 100 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -85.0% | 100 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 80 | $3K |
| Gradient Investments LLC | 0.00% | No change | 77 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 70 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 68 | $3K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 75 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 64 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -68.6% | 64 | $2K |
| Balefire, LLC | 0.00% | Add +7.0% | 61 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 55 | $2K |
| City State Bank | 0.00% | No change | 55 | $2K |
| Hall Laurie J Trustee | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 53 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 50 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +79.2% | 43 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 41 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 30 | $1K |
| Northwest Investment Counselors, LLC | 0.00% | New | 28 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 27 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 30 | $1K |
| West Oak Capital, LLC | 0.00% | No change | 40 | $1K |
| Huntington National Bank | 0.00% | Reduce -92.6% | 25 | $932 |
| Elequin Capital, LP | 0.00% | New | 24 | $894 |
| Richardson Financial Services Inc. | 0.00% | New | 20 | $745 |
| Rise Advisors, LLC | 0.00% | No change | 20 | $745 |
| Heritage Wealth Advisors | 0.00% | No change | 15 | $559 |
| Continuum Advisory, LLC | 0.00% | New | 16 | $557 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 14 | $522 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +200.0% | 12 | $447 |
| Berkshire Capital Holdings Inc. | 0.00% | Reduce -100.0% | 10 | $373 |
| Abound Wealth Management | 0.00% | New | 8 | $299 |
| CIBC Private Wealth Group LLC | 0.00% | New | 8 | $279 |
| Avior Wealth Management, LLC | 0.00% | Reduce -94.1% | 7 | $260 |
| Elevation Wealth Partners, LLC | 0.00% | New | 5 | $187 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $186 |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $186 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.9% | 3 | $112 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 3 | $112 |
| MCF Advisors LLC | 0.00% | No change | 3 | $112 |
| Hexagon Capital Partners LLC | 0.00% | No change | 3 | $112 |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.